Broadridge Financial Solutions, Inc.
BR- Exchange
- NYSE
- Industry
- Services-Business Services, NEC
- SEC CIK
- 0001383312
In the last 90 days, Broadridge Financial Solutions, Inc. insiders filed 0 open-market purchases and 1 sale; 1,023 institutions reported holding it in 13F filings for Q2 2026, worth $14.9B in total; no superinvestor holds it.
13F holders, Q2 2024
Institutional positions in Broadridge Financial Solutions, Inc. as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 930
- +2 vs. Q1 2024
- Shares held
- 106.1M
- +901.8K (+0.9%) vs. Q1 2024
- Total value
- $20.9B
- −$613.4M (−2.9%) vs. Q1 2024
- New holders
- 77
- 377 more added
- Sold out
- 75
- 323 more reduced
12 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,023 | $14.9B |
| Q1 2026 | 1,064 | $18.0B |
| Q4 2025 | 1,136 | $23.8B |
| Q3 2025 | 1,105 | $25.1B |
| Q2 2025 | 1,098 | $25.5B |
| Q1 2025 | 1,109 | $25.5B |
| Q4 2024 | 1,054 | $23.6B |
| Q3 2024 | 1,016 | $22.4B |
| Q2 2024 | 930 | $20.9B |
| Q1 2024 | 940 | $21.5B |
| Q4 2023 | 921 | $21.8B |
| Q3 2023 | 854 | $18.8B |
| Q2 2023 | 817 | $17.5B |
| Q1 2023 | 793 | $15.4B |
| Q4 2022 | 785 | $13.9B |
| Q3 2022 | 791 | $14.9B |
| Q2 2022 | 764 | $14.6B |
| Q1 2022 | 777 | $15.8B |
| Q4 2021 | 821 | $18.6B |
| Q3 2021 | 791 | $16.8B |
| Q2 2021 | 787 | $16.3B |
| Q1 2021 | 771 | $15.3B |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding Broadridge Financial Solutions, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sompo Asset Management Co., Ltd. | 2,920 | $575.2K | 0.10% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 2,929 | $577.0K | 0.05% | +10.0% | Added |
| IFG Advisory, LLC | 2,931 | $577.4K | 0.04% | +2,931 | New |
| Bradley Foster & Sargent Inc | 2,958 | $582.7K | 0.01% | −10−0.3% | Reduced |
| PFG Investments, LLC | 2,985 | $588.0K | 0.04% | +10+0.3% | Added |
| Cary Street Partner Investment Advisory LLC | 2,994 | $589.8K | 0.02% | +48+1.6% | Added |
| Forza Wealth Management, LLC | 3,000 | $591.0K | 0.30% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 3,047 | $600.3K | 0.12% | 00.0% | Unchanged |
| Kidder Stephen W | 3,050 | $600.9K | 0.19% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 3,056 | $602.1K | 0.05% | +31+1.0% | Added |
| Gateway Advisory, LLC | 3,086 | $607.9K | 0.10% | −80−2.5% | Reduced |
| MorganRosel Wealth Management, LLC | 3,107 | $612.1K | 0.22% | −1,031−24.9% | Reduced |
| Savant Capital, LLC | 3,111 | $612.9K | 0.01% | +951+44.0% | Added |
| Private Advisor Group, LLC | 3,112 | $613.0K | 0.00% | −872−21.9% | Reduced |
| Platform Technology Partners | 3,154 | $621.3K | 0.21% | +3,154 | New |
| Mitchell McLeod Pugh & Williams Inc | 3,186 | $627.6K | 0.14% | −20−0.6% | Reduced |
| Fox Run Management, L.L.C. | 3,190 | $628.4K | 0.12% | −4,207−56.9% | Reduced |
| Davy Global Fund Management Ltd | 3,190 | $628.4K | 0.07% | −286−8.2% | Reduced |
| Mission Wealth Management, LP | 3,200 | $630.3K | 0.02% | −3−0.1% | Reduced |
| Fulton Bank, N.A. | 3,200 | $630.4K | 0.03% | +35+1.1% | Added |
| Park Place Capital Corp | 3,202 | $630.8K | 0.20% | +1,797+127.9% | Added |
| D.B. Root & Company, LLC | 3,246 | $639.5K | 0.22% | +13+0.4% | Added |
| Ieq Capital, LLC | 3,261 | $642.4K | 0.01% | +86+2.7% | Added |
| Panagora Asset Management Inc | 3,273 | $644.8K | 0.00% | −6,569−66.7% | Reduced |
| Resources Investment Advisors, LLC. | 3,294 | $649.0K | 0.01% | +152+4.8% | Added |
| Symmetry Partners, LLC | 3,329 | $656.0K | 0.03% | −411−11.0% | Reduced |
| Delta Financial Group, Inc. | 3,328 | $656.0K | 0.28% | +33+1.0% | Added |
| ABLE Financial Group, LLC | 3,336 | $657.2K | 0.24% | +10.0% | Added |
| OmniStar Financial Group, Inc. | 3,378 | $665.5K | 0.60% | −38−1.1% | Reduced |
| Gotham Asset Management, LLC | 3,382 | $666.3K | 0.01% | −309−8.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,383 | $666.5K | 0.03% | −329−8.9% | Reduced |
| SpiderRock Advisors, LLC | 3,384 | $666.6K | 0.02% | −55−1.6% | Reduced |
| Quadrant Capital Group LLC | 3,434 | $676.5K | 0.05% | +12+0.4% | Added |
| Tributary Capital Management, LLC | 3,468 | $683.2K | 0.06% | −31−0.9% | Reduced |
| Martingale Asset Management L P | 3,495 | $688.5K | 0.01% | −1,241−26.2% | Reduced |
| Smallwood Wealth Investment Management, LLC | 3,540 | $697.4K | 0.54% | +426+13.7% | Added |
| CIBC World Markets Inc. | 3,546 | $699.0K | 0.00% | −140−3.8% | Reduced |
| Accredited Investors Inc. | 3,571 | $703.5K | 0.04% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 3,578 | $704.9K | 0.03% | +996+38.6% | Added |
| Eukles Asset Management | 3,631 | $715.3K | 0.31% | −6−0.2% | Reduced |
| Farther Finance Advisors, LLC | 3,639 | $715.4K | 0.03% | +3,089+561.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 3,655 | $720.1K | 0.03% | +1,612+78.9% | Added |
| Cedar Mountain Advisors, LLC | 3,665 | $722.0K | 0.18% | −8−0.2% | Reduced |
| CAPROCK Group, Inc. | 3,673 | $726.6K | 0.03% | +1,946+112.7% | Added |
| Wellington Management Group LLP | 3,720 | $732.8K | 0.00% | +270+7.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 3,761 | $740.9K | 0.02% | +24+0.6% | Added |
| MGB Wealth Management, LLC | 3,655 | $749.6K | 0.28% | +200+5.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 3,812 | $751.0K | 0.05% | −75−1.9% | Reduced |
| Pensionmark Financial Group, LLC | 3,813 | $751.2K | 0.05% | +3,813 | New |
| Magnetar Financial LLC | 3,818 | $752.1K | 0.02% | −15,436−80.2% | Reduced |
| Hilltop Holdings Inc. | 3,844 | $757.3K | 0.09% | −1,227−24.2% | Reduced |
| Menard Financial Group LLC | 3,853 | $759.0K | 0.54% | +79+2.1% | Added |
| Empirical Finance, LLC | 3,868 | $762.0K | 0.05% | −262−6.3% | Reduced |
| Sherbrooke Park Advisers LLC | 3,875 | $763.4K | 0.13% | −222−5.4% | Reduced |
| Legacy Capital Wealth Partners, LLC | 3,891 | $766.6K | 0.20% | +3,891 | New |
| Veriti Management LLC | 3,931 | $774.4K | 0.05% | +801+25.6% | Added |
| Meyer Handelman Co | 3,970 | $782.1K | 0.03% | −3,640−47.8% | Reduced |
| Bank Ozk | 4,000 | $788.0K | 0.34% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 4,005 | $789.0K | 0.32% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 4,011 | $790.1K | 0.60% | −63−1.5% | Reduced |
| East Coast Asset Management, LLC. | 4,013 | $790.6K | 0.29% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 4,000 | $791.2K | 0.15% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 4,040 | $795.8K | 0.12% | −117−2.8% | Reduced |
| Omers Administration Corp | 4,084 | $804.5K | 0.01% | +4,084 | New |
| Norinchukin Bank, The | 4,230 | $833.3K | 0.02% | +112+2.7% | Added |
| Sepio Capital, LP | 4,260 | $839.0K | 0.08% | −136−3.1% | Reduced |
| DT Investment Partners, LLC | 4,272 | $841.6K | 0.07% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 4,276 | $842.4K | 0.00% | −180−4.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 4,292 | $845.5K | 0.04% | −19−0.4% | Reduced |
| Beacon Pointe Advisors, LLC | 4,410 | $868.8K | 0.01% | −915−17.2% | Reduced |
| Fiduciary Trust Co | 4,414 | $869.6K | 0.01% | −56−1.3% | Reduced |
| NewEdge Wealth, LLC | 4,444 | $875.5K | 0.02% | −103−2.3% | Reduced |
| Unigestion Holding SA | 4,335 | $891.9K | 0.05% | −880−16.9% | Reduced |
| Crew Capital Management, Ltd. | 4,529 | $892.1K | 0.71% | +558+14.1% | Added |
| Vinva Investment Management Ltd | 4,502 | $896.8K | 0.05% | +180+4.2% | Added |
| FORA Capital, LLC | 4,569 | $900.1K | 0.11% | +4,569 | New |
| Pegasus Partners Ltd. | 4,579 | $902.1K | 0.09% | −1,605−26.0% | Reduced |
| Qube Research & Technologies Ltd | 4,601 | $906.4K | 0.00% | −274,998−98.4% | Reduced |
| Public Sector Pension Investment Board | 4,640 | $914.1K | 0.01% | +2,060+79.8% | Added |
| Summit Financial, LLC | 4,624 | $914.5K | 0.04% | +834+22.0% | Added |
| Oppenheimer & Co Inc | 4,667 | $919.4K | 0.01% | −123−2.6% | Reduced |
| RSM US Wealth Management LLC | 4,702 | $924.8K | 0.02% | +4,702 | New |
| Jefferies Financial Group Inc. | 4,778 | $941.3K | 0.02% | +1,720+56.2% | Added |
| Ostrum Asset Management | 4,830 | $951.5K | 0.08% | +43+0.9% | Added |
| HighPoint Advisor Group LLC | 4,465 | $962.0K | 0.06% | −13−0.3% | Reduced |
| Proequities, Inc. | 4,905 | $970.2K | 0.06% | +268+5.8% | Added |
| Tower Research Capital LLC (TRC) | 4,938 | $972.8K | 0.02% | −953−16.2% | Reduced |
| Montag & Caldwell, LLC | 4,941 | $973.4K | 0.20% | −53−1.1% | Reduced |
| Thrivent Financial for Lutherans | 4,985 | $982.0K | 0.00% | −34−0.7% | Reduced |
| Hantz Financial Services, Inc. | 4,996 | $984.0K | 0.02% | −312−5.9% | Reduced |
| Prescott Group Capital Management, L.L.C. | 5,000 | $985.0K | 0.15% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 5,000 | $985.1K | 0.01% | −188−3.6% | Reduced |
| E. Ohman J:or Asset Management AB | 5,100 | $1.00M | 0.02% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 5,176 | $1.02M | 0.03% | +74+1.5% | Added |
| Cornercap Investment Counsel Inc | 5,213 | $1.03M | 0.17% | −93−1.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,225 | $1.03M | 0.06% | −583−10.0% | Reduced |
| Tiaa Trust, National Association | 5,353 | $1.05M | 0.00% | −116−2.1% | Reduced |
| Lido Advisors, LLC | 5,440 | $1.08M | 0.01% | −302−5.3% | Reduced |
| Crawford Investment Counsel Inc | 5,731 | $1.13M | 0.02% | −60−1.0% | Reduced |
| Bullock Wealth Management Group | 5,810 | $1.14M | 0.75% | +197+3.5% | Added |